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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1551
Wealth Preservation Advisors
Tennessee
$17.4K – – –
CFP
1552
Comprehensive Financial Planning
Pennsylvania
$17K +$264 +1 +2%
HWP
1553
Highline Wealth Partners
California
$16.3K +$2.64K +10 +20%
AWM
1554
Activest Wealth Management
Florida
$16.3K – – –
PFG
1555
Putney Financial Group
California
$16.1K -$13.2K -50 -45%
IHWM
1556
Iron Horse Wealth Management
Iowa
$15.5K – – –
AG
1557
AmeriFlex Group
Nevada
$15.5K -$12.4K -47 -44%
CWM
1558
CarsonAllaria Wealth Management
Illinois
$15K – – –
CWM
1559
Centricity Wealth Management
Ohio
$15K – – –
RWM
1560
Raffa Wealth Management
District of Columbia
$14.7K – – –
MAM
1561
Morse Asset Management
Connecticut
$14.2K – – –
CT
1562
Clearstead Trust
Maine
$14.2K +$12.1K +46 +657%
CAM
1563
Costello Asset Management
Pennsylvania
$14.1K – – –
RWM
1564
RMG Wealth Management
Wisconsin
$13.8K +$13.7K +52 New
IAG
1565
Innovative Advisory Group
Massachusetts
$13.8K +$264 +1 +2%
MHR
1566
Matthew Hamilton Rosenberg
$13.4K – – –
HHMI
1567
Howard Hughes Medical Institute
Maryland
$13.1K +$12.9K +49 New
AW
1568
Avion Wealth
Texas
$13K +$6.33K +24 +92%
AFG
1569
Albion Financial Group
Utah
$12.3K – – –
CWM
1570
Cranbrook Wealth Management
Michigan
$12.3K – – –
MAS
1571
MPWM Advisory Solutions
Georgia
$12.3K – – –
NEWAS
1572
N.E.W. Advisory Services
Wisconsin
$12.3K – – –
RWM
1573
Rialto Wealth Management
New York
$12.3K +$3.69K +14 +44%
CFFP
1574
Center for Financial Planning
Michigan
$12K – – –
AAG
1575
Armstrong Advisory Group
Massachusetts
$11.8K – – –
61 62
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64 65